About Therese Nicklas, CFP®, CMC
I developed my wealth coaching system to help women. My specialty and passion is helping women in transition go from feeling overwhelmed and confused to empowered and optimistic about their financial future. I do this by using a holistic system that focuses on financial education and planning. My distinct approach helps clients take some of the uncertainty out of tomorrow so they can live their life by design, not default.
Since 1976, I’ve provided personalized guidance to ensure that I am a trusted resource for my clients’ financial needs. My life experiences led me to specializing in helping clients identify and articulate what keeps them up at night. Together we utilize a holistic financial life planning process that consolidates the fractured advice they may receive from multiple sources. By coordinating the services of a client’s financial team, the possibility of something significant falling through the cracks is minimized. “My Financial Life Planning process includes the whole family. By scheduling a multi-generational meeting with clients and their team of professionals, we deliver counsel so the family sees the whole picture. Your family members are very important to the process. Getting everyone on the same page is our goal to provide our clients with confidence. When the time comes for asset transfers and the implementation of final wishes, the transition will be smooth. The next generation can respect the thoughtful process used by the parents to create a legacy based on their core family values.
HAPPY NEW YEAR! As we close out 2018, I’d like to ask you a question: What does the New Year mean to you? For many, the New Year represents a fresh start – a chance to hit the reset button, start something new, or maybe do something better. Some folks call this making New…
The post 5 Simple Steps To Making New Year’s Resolutions That Inspire Success appeared first on Wealth Coach for Women.
How To Create An Attitude Of Gratitude Does it matter? As I turn the corner from summer to autumn, I am gently guided toward the holiday season. My favorite holiday of the year is Thanksgiving, and just thinking about it gives me goosebumps! Preparing the Thanksgiving feast creates a flood of wonderful feelings and memories. …
Today marks the 17th anniversary of the day our country experienced the worst terrorist attack in our nation’s history. September 11 2001. It is one of those days where the experience never leaves you. Many say they remember every detail of where they were and what they were doing when they heard the news. President…
- Female Entrepreneur
- Gen Y/Millennials
- Student Loan Debt
- Women in Transition
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Flat Fee
- Assets Under Management
- Hourly Fee: $75+/hr
- Fixed Fee: $1,000+
- AUM: 1.25% + Fixed rates $1,200+/yr